Luckin Coffee 瑞幸咖啡 - "A "real badass nationalistic company" which subsidize Chinese consumers by raising capital from foreign investors."

By -
 Background



















Timeline

Comments

Post a Comment

Popular posts from this blog

HWGB (9601)

By -
Image
Hoh Wah Genting Berhad (HWGB) is involved in manufacturing and trading of wires and cables, travel agent, healthcare, cryptocurrency, duty free shop.  For my personal view, as a fundamental investor, i don't think HWGB is a good counter to invest in. This is because the company doesn't have a clear direction of its future development as its business is diversified into various unrelated industry.  Besides, it's a loss making company (only make profit on 4 years out of 18 years since 2002) and has implemented few unfavorable corporate activities to investor in the past: i) Share Consolidation on 2018 (4:1)  ii) Take over with RM 0.12 while the price is closed at RM 0.21 (Update: The offer price is increased to RM 0.20 on 14 May 2020) Hence, I assume HWGB is a company, that doesn't focus on its core business, and is more concern on its own profit rather than investor's profit. From here, I will tend to analyse HWGB's intention of taking over the shares ins...
Read more

SOLUTN vs CYPARK

By -
Image
  There is no resistant for SOLUTN, hence it fly high like no tomorrow. For CYPARK, there is a resistant at RM 1.50, hence it's blocked at here after shoot up for few days. Lesson Learnt: When comparing the stock, do consider the historical resistance level.
Read more

Genting Malaysia (4715), a crisis or opportunity? (Part 2)

By -
Image
Genting Malaysia Berhad's Financial Analysis Income Statement Source: Genting Malaysia' Annual Report GENM's revenue has consistenly grown for the past 5 years, with CAGR of 4%. Its business is considered stable unless there is any significant event happen (Covid-19). Its EPS has grown in a slower pace (2%), which mainly due to increase of finance cost and hiking of casino duties. However, GENM is generous in giving dividend. GENM's dividend per share is increasing over the year, and the yield is attractive at current price. It is suitable for investor which focus on dividend.   Balance Sheet GENM is rich in cash, it has RM6.4billion of cash as at 31 December 2019. Its cash is able to cover its expenses for 4.33 years, which indicates that GENM can still survive if it stop operation for certain period. Source: Genting Malaysia' Annual Report Although it's in net debt position, however, 85% of its borrowing is belong to long term ...
Read more